Banter and General Comments, page-1636

FUD rules in an information vacuum, especially when people are prone to ignorance & nerves.

I don't like being a "management needs to X" guy unless it involves telling Geelong to get a new coach.

We had an update recently which painted a nice general picture, but what we need (soon) is very specific information to fill in the blanks and knock the haters out of the park.

- POSCO cash officially arrives (The delay should be a relatively minor point, but it has been beaten up into a big deal. Show me the money.)

- SDV offtake deal (This will be bigger than Ben-Hur.)

- Results from the JB feasibility study for integrated upstream and downstream operations

- Results from Mt Cattlin yield optimisation commissioning (targetting improved recoveries of 70-75%)

Confirmation of the POSCO cash should be done ASAP.

It would be fantastic for the other three to be announced on the same day (but only if reasonable)->

1. Trading halt.

2. Press conference. BANG, BANG, but wait there's more - BANG!

Then give it a little while to percolate, then lift the trading halt.

Maybe the timelines won't allow it. Anyway, GLTOLTH.